Update AI settings

To improve AI response quality, update the Company Summary in Artificial Intelligence settings. This will help contextualize your account research and inform generative AI emails.

1. Navigate to Settings and scroll down to the Data section.
2. Click Artificial Intelligence.
3. Click Edit in the Company Summary section.

ZoomInfo customers: connect integration

The buyer identification agent requires a ZoomInfo integration to recommend contacts not currently in your Salesloft instance. This integration is enabled separately from the standard "ZoomInfo" integration.

1. Navigate to Settings and click Integrations.
2. Click the Discover Apps tab, locate ZoomInfo - Recommended Buyers, and click Install. This will open a pop-up window that will prompt you to log in to ZoomInfo.
3. Log in with your ZoomInfo credentials.
4. Once you log in you will be redirected back to Salesloft and a success message will appear indicating that the integration was successful.

Use AI-generated email steps in cadences

Account research is always available on each account page, but did you know that it's also used to generate highly personalized emails for your cadences?

Let Salesloft handle the first draft by adding AI-generated emails steps to your cadences.

To get started, add an AI-generated email as the first step in your high-volume, outbound prospecting cadences. This is a great way to help reps efficiently engage prospects when speed and scale are critical.

Create AI-powered plays

Just like AI-generated email steps in cadences, AI emails in plays will reference account research when drafting your message. With the addition of no-code signals and new iPaaS integrations, this means you can use AI to craft the right message based on ANY buyer signal - AND reference deep account research to ensure your email packs a punch.

Here are a few of our favorite use cases:

• Engage immediately when a prospect you're already working engages with your website, videos, or sales content (via partner integrations like Drift, Vidyard, Seismic, and Highspot)
• 1:1 rep engagement before a customer event (via no-code signal)
• Re-engage a customer champion if product usage dips (via no-code signal)
• Meeting reminders and follow-ups - while the AI will heavily reference conversations data, enabling the account research agent makes these emails even more relevant!